+313.3%
ANET vs SRE
+28.3%
+285.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.8% | +6.4% | +5.7% |
| 7D | +3.0% | -0.8% | +3.8% | +3.1% |
| 30D | -5.2% | -3.0% | -2.2% | -4.8% |
| 3M | +27.6% | -8.3% | +35.9% | +29.3% |
| 6M | +44.4% | -8.9% | +53.3% | +46.5% |
| YTD | +52.3% | -4.3% | +56.6% | +53.1% |
| 1Y | +30.4% | +2.7% | +27.7% | +29.3% |
| 3Y | +313.3% | +28.7% | +284.6% | +293.6% |
| All | +313.3% | +28.3% | +285.0% | +293.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling